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Southern Company
SO

Overview Fund Activity

912 hedge funds and large institutions have $19.2B invested in Southern Company in 2014 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 369 increasing their positions, 340 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+25
Holders Change %
+2.82%
% of All Funds
26.36%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.32%
New
71
Increased
369
Reduced
340
Closed
38
Calls
$232M
Puts
$127M
Net Calls
+$105M
Net Calls Change
+$46M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.56B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$144M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$457M
4
American Century Companies
American Century Companies
Missouri
$86.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.99B

Top Sellers

1
EIP
Epoch Investment Partners
New York
$111M
2
Goldman Sachs
Goldman Sachs
New York
$157M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$56.3M
4
AI
Analytic Investors
California
$25.9M
5
Macquarie Group
Macquarie Group
Australia
$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$16.5M +$621K +14,128 +4%
KACA
127
Kayne Anderson Capital Advisors
California
$16.5M +$2.79M +63,400 +20%
LPL Financial
128
LPL Financial
California
$16.2M +$2.04M +46,445 +14%
CBOA
129
Commonwealth Bank of Australia
Australia
$16M +$2.64M +60,021 +20%
T
130
Thomaspartners
Massachusetts
$16M -$1.02M -23,312 -6%
BSPF
131
British Steel Pension Fund
United Kingdom
$15.9M -$142K -3,221 -0.9%
SOMRS
132
State of Michigan Retirement System
Michigan
$15.9M +$171K +3,900 +1%
AIMCA
133
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.7M – – –
Citadel Advisors
134
Citadel Advisors
Florida
$15.5M +$7.45M +169,556 +92%
Credit Agricole
135
Credit Agricole
France
$15M +$3.85M +87,704 +35%
Comerica Bank
136
Comerica Bank
Texas
$15M -$377K -8,578 -2%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$14.7M -$2.04M -46,365 -12%
US Bancorp
138
US Bancorp
Minnesota
$14.4M +$531K +12,074 +4%
Public Sector Pension Investment Board (PSP Investments)
139
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.3M -$123K -2,800 -0.9%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$13.6M -$264K -6,000 -2%
PI
141
Putnam Investments
Massachusetts
$13.6M -$870K -19,794 -6%
HFS
142
HL Financial Services
Kentucky
$13.3M +$502K +11,429 +4%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$13.3M -$6.09M -138,523 -31%
WG
144
Welch Group
Alabama
$13.2M +$1.65M +37,562 +14%
TSU
145
TD Securities (USA)
New York
$12.8M -$866K -19,702 -6%
SM
146
Seminole Management
New York
$12.8M – – –
BNP Paribas Asset Management
147
BNP Paribas Asset Management
France
$12.4M -$2.8M -63,632 -18%
CDH
148
Charles D. Hyman
$12.3M +$361K +8,225 +3%
CCMH
149
Cornerstone Capital Management Holdings
New York
$12.1M -$1.86M -42,420 -13%
KeyBank National Association
150
KeyBank National Association
Ohio
$11.7M -$778K -17,702 -6%
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